from technology is on your list? >> i think some of the internet providers, some of the hardware providers have been hit particularly hard. we think that those areas provide not only very good balance sheets, but we think that as the market recovers next year, as the global economy eventually begins to turn around, we see better demand. ultimately, that's going to endure those kind of companies. >> apple has become a proxy for the market. market down 10%. apple down 10% or more at this point. would you buy apple here? >> i would. this is coming from a guy who hasn't owned much apple at all. right around here, again, sounds like a theme here. we have a tech stock selling at about a nine times earnings. believe it or not, it has a 2% yield. >> you're not concerned about some of the reasons why it dropped, mark? >> no, there's a whole list of reasons. i think the first one with the most weight in my mind is it's a proxy for the market. it's the biggest stock. if you don't like stocks, you can't possibly like apple in my